David P. Email & Phone Number

La Verne, Ca, Us

Denver, Colorado, Us

Own Salesforce solution providing business applications and tools for various departments supporting the customer journey from Prospect, Lead, Opportunity, and customer in the Field Service Industry● Lead/Own Salesforce integration design/development across company verticals and external vendors● Deliver solutions in alignment with Product’s Objective Key Requirements (OKR) and Key Performance Indicators (KPI) with a team of Salesforce Admins and Developers● Own roadmap for optimizing Salesforce with scalability, performance and consolidation/migration of disparate systems across the company into a single salesforce enterprise solution● Translate business requirements into technical flows/diagrams to guide the development team in understanding the new product features and technical impact/dependencies.● Bridge the gap between product management and the development team to align on Product OKR vs Development Capacity and Velocity● Mentor and Guide junior software developers and product managers● Lead a team of Salesforce Administrators and Developers delivering Salesforce applications feautures for Sales, Retention and Marketing● Maturing the team's best practices within the SDLC● Lead Collaboration/Design/Optimization in system integrations with internal Core systems for ingestion of Organic/Non-Organic leads, Data Warehouse Analytics Data Feeds (Snowflake), 3rd Party vendor integrations including but not limited to Hubspot, Segment, Talkdesk, Zapier, Possible Now (DNC Service), Calendly, and Genesys● Static Analysis of integrations between Salesforce & external applications using REST, SOAP APIs, oAuth and Single Sign-On.● Hands on experience with Lightning Web Component (LWC)● Migration of Process Builders to Flows● Championing permission sets over Profile permissions

Austin, Texas, Us

Lead/Own Salesforce CRM for Green Dot's Digital Banking Pre-Paid Debit Card customers and acquired Tax Refund Processing Company - TPGLead cross-functional CRM solutions integrating with 3rd Party Vendors, Internal Core systems across multiple platformsDelivered multi-customer support channels by integrating Chat and IVR/CTI with external vendors including Twilio, Century Link, UJET and Salesforce OOB ChatCollaboration/Integration with Core Digital Banking Service Systems to deliver functions and features for supporting/delivering the best customer service via the CRM Platform.Lead/Delivered CRM Integrations with Mobile/App providing a communication rail between the customer's online journey and customer care agents via email, web form inquiries and custom API with Baas partners.Major Projects Completed• Implemented Loss Management’s dispute automation system integrating CRM Salesforce, Core Systems, and 3rd Party Vendor Quavo/Pega with capabilities such as auto-decisioning, auto dispute letter generation and real-time notifications via email• Implemented CRM Customer Account Closure interface automating account closure, notation, support case disposition, print/mail/status of the refund check for remaining account balance by integrating CRM Salesforce, Core Systems, Oracle Accounting System and Wells Fargo across multiple platforms (Legacy and Baas)• Stood up the TPG CRM on Salesforce lightning platform in 4 months to meet the go-live date prior to the start of the tax season with an anticipated 500K+ in tax returns. TPG offers bank products including the Refund Transfer & advance loans for taxpayers & tax pros

Austin, Texas, Us

Lead/Owned the Salesforce CRM solution providing Customer Support Agents with a suite of tools to manage customers banking needs.Defined and executed product roadmaps supporting corporate-wide initiatives with accountability for deliverables of Salesforce CRM, loss management business systems, IVR, third-party vendor integration, and internal cross stack integrations. Lead on/off shore team of product managers in the U.S. and Shanghai. Coordinated with operations to ensure regulatory compliance and enhancements to CRM/IVR systems supporting fraud, BSA/AML, ACH, MRDC, compliance, accounting, and customer support

Austin, Texas, Us

Lead software design and development of Fraud/Risk related systems/applications (Actimize, CIP/KYC, External Vendor Integrations with Experian QAS (Address Verification), CIP (Experian, Lexus Nexis, Idology), ID Scan (Jumio, Mitek, Idology), Jumio) and internal integrations with various department systems (Accounting, CRM Salesforce, Marketing, AML, Disputes and HR)Managed on/off shore teams and lead strategic planning of development efforts, resource utilization and development timelinesHands-On engagement with requirements gathering, design, and collaboration with cross-functional teams including product owners, engineers,QA and UX.

San Francisco, Ca, Us

Lead/Delivered self service features on the consumer website offering - Bill Pay- Customer Call Back Feature

Austin, Texas, Us

Implemented and published companies first public website supporting online- Pre-Paid debit card registration- Self Service Account Maintenance

Irvine, Ca, Us

Lead delivery of enhancements/bug fixes/support of the company Warehouse/CRM systems for a leading PC Laptop manufacturer - GATEWAY

Developed UI applications giving operations/support agents the capabilities to service home mortgage customers. Integrations with Bank Core systems to support maintenance of customer accounts